大行評級|建銀國際:上調蒙牛乳業目標價至13.4港元 評級“中性”
建銀國際發表報吿指,蒙牛乳業上半年盈利因營收疲弱及非營業虧損拖累而遜預期,但股票回購計劃與較高的股息分派比率為估值帶來支持。該行將其目標價由13.2港元升至13.4港元,評級“中性”。建銀國際指,下調蒙牛2024同2025財年盈利預測各8%和6%,預期2024財年盈利將下滑10%,2025財年則將增長13%。該行對蒙牛較高的目標倍數反映公司營運及盈利質素正在改善。為應對行業增長放緩,蒙牛致力於提升產品供應,以保持長期競爭力。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.